Lesson 02: Case Management

Pega's case management capabilities are a cornerstone of its platform. They provide a structured approach to handling complex tasks, interactions, and processes, ensuring efficient and effective outcomes.

Core Components of Pega Case Management:

  • Case Types: These define the structure and lifecycle of different types of cases, such as customer inquiries, claims, or projects.
  • Work Parties: Individuals or groups involved in a case, each with specific roles and responsibilities.
  • Assignments: The allocation of tasks to work parties based on predefined rules and criteria.
  • Workflows: The sequence of steps and decisions that guide the progression of a case.
  • SLA Management: Tracking and enforcing service level agreements to ensure timely resolution of cases.
  • Reporting and Analytics: Providing insights into case performance, identifying bottlenecks, and measuring key metrics.

Benefits of Pega Case Management:

  • Improved efficiency: Streamlining processes and reducing manual work.
  • Enhanced customer satisfaction: Providing timely and accurate responses to customer inquiries and requests.
  • Increased productivity: Empowering employees with the tools they need to work effectively.
  • Better decision-making: Leveraging data and analytics to make informed choices.
  • Enhanced compliance: Ensuring adherence to regulations and standards.


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